ZB

Zions Bancorporation Portfolio holdings

AUM $1.59B
1-Year Est. Return 19.92%
This Quarter Est. Return
1 Year Est. Return
+19.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$583M
AUM Growth
-$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,092
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$3.28M
3
+$3.07M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.03M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.64M

Top Sells

1
+$9.78M
2
+$5.92M
3
+$5.42M
4
VZ icon
Verizon
VZ
+$4.86M
5
ABBV icon
AbbVie
ABBV
+$3.47M

Sector Composition

1 Energy 10.62%
2 Consumer Staples 3.43%
3 Healthcare 3.2%
4 Technology 2.93%
5 Industrials 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$2K ﹤0.01%
10
552
$2K ﹤0.01%
90
553
$2K ﹤0.01%
52
-17
554
$2K ﹤0.01%
36
555
$2K ﹤0.01%
+101
556
$2K ﹤0.01%
233
-800
557
$2K ﹤0.01%
59
-99
558
$2K ﹤0.01%
60
559
$2K ﹤0.01%
+73
560
$2K ﹤0.01%
180
561
$2K ﹤0.01%
167
+64
562
$2K ﹤0.01%
77
563
$2K ﹤0.01%
13
564
$2K ﹤0.01%
89
565
$2K ﹤0.01%
13
566
$2K ﹤0.01%
34
567
$2K ﹤0.01%
+49
568
$2K ﹤0.01%
24
569
$1K ﹤0.01%
31
-15
570
$1K ﹤0.01%
37
571
$1K ﹤0.01%
29
572
$1K ﹤0.01%
9
573
$1K ﹤0.01%
20
574
$1K ﹤0.01%
13
-34
575
$1K ﹤0.01%
50
21 22
23
24 25